News & Updates

IRS Business e-file opens January 16, including prior year business returns.Important Notes:To successfully e-file returns, make sure your software is up to date by going to the Tools menu and choosing Lacerte Updates.Some Federal and State forms may not be final.Check lfs.intuit.com for the most up to date form release dates.Check 2023 Lacerte E-file Agency Approval and Start Dates for Federal and State e-file availability.This includes Lacerte 2021, 2022, and 2023. All previously filed and held returns will be sent to the taxing authority and related acknowledgements can be updated.If you need help, you can call us directly or  take advantage of our self-help options with the Intuit Accountants Community.----------------------Important Updates!Available Friday, January 26, 2024 (6AM Pacific):2023 Partnership 1065 e-file is live. 2023 S Corporation 1120S e-file is live.Form 990-T  Exempt Organization Business Income Tax Return (2021, 2022 & 2023) - March 17, 20

As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. See the full system requirements for tax year 2023 here.If you are working on a Windows Server 2012 or 2012 R2 you will experience into one of these scenarios:If you have updated to the latest security release, you will be able to log into Lacerte. However, you will not be able to run any additional program updates.If you have not updated to the latest security release, you will not be able to launch Lacerte. 

IRS Individual e-file opens January 29, including prior year individual returns. Important Notes: To successfully e-file returns, make sure your software is up to date by going to the Tools menu and choosing Lacerte Updates. Some Federal and State forms may not be final. Check lfs.intuit.com for the most up to date form release dates as well as Federal and State e-file availability. This includes Lacerte 2021, 2022, and 2023.  If you need help, you can call us directly or  take advantage of our self-help options with the Intuit Accountants Community.

If you are experiencing issues logging in to prior year Lacerte products, please use websetup for that year.   See steps below. Close all open programs. From the Windows Start menu choose Programs and expand the Lacerte folder. Double-click the 20YY Lacerte Web Setup where YY is the year you need to update. Select Next to begin. Select the Programs you want to update. Select Next. Select the States and Modules to update or install. Select Next. Review your choices and select Install. Once complete select Launch to open Lacerte. See here for how to download and install updates. The behind the scenes components of the Lacerte login experience* have been updated. To avoid service interruption, please verify you have updated your Lacerte tax programs by 12/31/2023 12/19/2023.  *There is no action required for Lacerte users in Rightworks.  Additionally, beginning in January 2024, you will not be able to install updates on unsupported Windows Operating Systems includin

If you are experiencing difficulty accessing your Lacerte Log in screen, we recommend running the Lacerte Web Setup for the applicable program year.You can also run the setup using the Lacerte Tool Hub which will also initiate the prior year scanner to identify all prior year programs in need of updates. In the event that the web set up doesn't resolve the issue, we kindly ask that you contact our support to further assist.For more details see: Action Required: Security Updates and Impact to Prior Year Program AccessImportant! Beginning January 2024 you will no longer be able to install program updates on unsupported Windows operating systems including; Windows 7, 8, 8.1, and Windows Server 2012 and 2012 R2.

eSignature may be developing a new feature that makes it easier to send eSignatures from multiple applications like QuickBooks and Google drive and we’d love your feedback. See how it works here: https://proconnect.intuit.com/esignature-upcoming-features/  

The IRS will be shutting down the FIRE system which impacts Form 8955-SSA transmissions, for annual MeF maintenance.The IRS shutdown period will begin November 27, 2023, at 3PM Eastern and will re-open January 8, 2024.Lacerte will block transmissions 4 hours prior to this shutdown to allow any e-filed forms to complete the transmission process. Lacerte will begin blocking November 27, 2023, at 11AM Eastern.

Sign in to My Account Select Download 2023View the help article How to download and install Lacerte Check out our new getting started page here and Lacerte Trending Topics. What's New With Intuit Lacerte Tax for Tax Year 2023 We’re dedicated to continuously improving the overall quality and security of your tax software to help you have a better tax year. From key workflow tool improvements to 20 new e-file capabilities, you can count on Lacerte to help make tax work more efficient and impactful.  Looking for specific forms or filing types? Use our online forms finder **New!** Form Help Form Help provides additional in-product information to help you determine how a line is calculated. To turn the Form Help on in Lacerte, check the Form Help box located at the top of the screen while viewing the Forms tab. Once the Form Help checkbox is marked, this feature is turned on. You’ll notice several lines appearing with a blue question mark icon. Note: By default thi

The IRS has announced the Modernized e-File (MeF) system will be shutdown for annual maintenance in preparation of Tax Year 2023. This shutdown will only impact Individual Federal and State filings, while California will remain open as they are independent of the IRS system. Lacerte will remain open for California 1040 e-file through the end of the calendar year.This shutdown period will begin Saturday, November 18, 2023, at 11:59 PM Eastern time. Lacerte will shutdown 4 hours earlier to ensure that all returns in our system have time to process before the shutdown. Lacerte will begin blocking returns Saturday, November 18, 2023, at 7:59 PM Eastern.Important note, November 18, 2023 will be the last day to e-file Tax Year 2020 Individual returns.  Once Tax Year 2023 goes live, e-file will be available once again for Tax Years 2021, 2022, and 2023 only.The IRS has not yet announced the official e-file go live date for Tax Year 2023. IRS Modernized e-File (MeF) Operation St

As the deadline quickly approaches, we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due, see Business Return Deadline and Perfection Periods  Most common answers for 990 filers: Filing requirements for Form 990-EZ and 990-N  Common questions about Exempt Organizations in Lacerte  Entering capital gain dispositions on Form 990, 990-PF, and 990-T in Lacerte  Common questions about Form 990 Officers Directors Trustee Compensation  Common questions about Form 990 and 990-T depreciation  Common questions about Form 990 990EZ or 990PF Schedule B Contributions Gifts and Grants  For common questions filing your California returns, see: Disaster area tax extensions  California Individual Shared Responsibility penalty Common questions for California single member LLCs California PTE tax on a partnership Entering Califor

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Individual Return Deadline and Perfection Periods or Business Return Deadline and Perfection Periods  If you have not logged into Lacerte lately these articles will help with common login errors: Reset your password or recover your user ID  Most common e-file answers: Check here for delayed acknowledgments.  For help resolving e-file rejection F8962-070 see Entering Form 1095-A  For help resolving e-file rejection IND-181-01 see Entering Taxpayer Authentication and Theft Protection PIN  Need to attach a PDF to the e-filed return, see How to attach a PDF to a tax return for e-file  For information on printing e-file acceptance letters, see How to edit and print e-file acceptance letters in Lacerte Need to lookup, or

Version 43.0918Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)S Corporate NJ Form CBT-100S Page 11 Line 4 Statement Amounts Incorrect Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Deadline and Perfection Periods Most common answers: Entering distributions for beneficiaries on Form 1041  Entering a sale of home for Form 1041 in Lacerte  Determining the Name Control for Form 1041 in Lacerte  Deductions reducing distributable income on Form 1041 diagnostic ref. 10901  How to enter a passthrough K-1 in the fiduciary module in Lacerte  Common questions about fiduciary grantor distributions  Form 1041 Grantor Trust and entering beneficiary information in Lacerte  How to resolve Lacerte diagnostic Ref. 39319 for New York Fiduciary  Electing Small Business Trust (ESBT) and S Corp portion for Fiduciary  Distributing Form 3800 credits to the beneficiaries of a 1041 return in Lacerte  How to flow tax withholding to the

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Deadline and Perfection Periods   Most common answers: Having trouble balancing Schedule L, see Partnerships balancing the balance sheet  S-Corp balancing the balance sheet   Below the minimum filing requirements for Schedule L, see How to suspend the balance sheet Questions on Qualified Business Income, see Generating the required QBI statements Check for known delays with e-file here: Delayed acknowledgements 1120S distributions being limited to zero, see Distribution in excess of retained earnings. Entering shareholder basis, see Shareholder basis input and calculation in the S Corporation module Making 743/754 elections in a partnership, see Making Section 743(b)/734(b)/754 basis adjustment election for Form 1065 For information on Foreig

For Calendar Year Plans Form 5500 is due on July 31st 2023. The following articles can help you prepare and file Form 5500.  Common questions about e-filing the 5500 Benefit Plan  Generating Form 5500 extensions in Lacerte  Common questions about Benefit Plan Form 5500-SF in Lacerte  Common questions about benefit plan e-filing prior-year returns  Common questions about benefit plan Schedule C, Service Provider Information in Lacerte  Common questions about benefit plan financial information (Sch. H/Sch. I) in Lacerte  Common questions about Benefit Plan Form 5500 amended returns in Lacerte  Obtaining signatures for Form 5500 uses an electronic process through the Department of labor. For more information see:  How to sign form 5500 through EFAST2?  Cancel a signature request for 5500   

May 24, 2023 Minnesota Department of Revenue signed tax code changes into law that retroactively impact the following tax forms: 2020 Schedule M1NR, Nonresidents/Part-Year Residents (Release July 6) 2021 Schedule M1M, Income Additions and Subtractions (Release June 29) 2021 Schedule M1NR, Nonresidents/Part-Year Residents (Release June 29) 2022 Schedule M1NR, Nonresidents/Part-Year Residents (Release June 28) Lacerte 2022 Updates Include: Schedule M1NR Form Instructions Line 14, Column A calculation (MN source amount while nonresident) Line 14, Column B - Line 16 amount of Schedule M1NC negative amounts allowed Proforma & Tax Planner reviewed to include any applicable changes Conformity checkbox available in Screen 51.221, Minnesota Modifications Diagnostic messaging, references conformity checkbox Lacerte 2021 Updates Include: Schedule M1M Schedule M1M Form Instructions Line 29 added and included on Line 32 (when conformity box checked) Proforma & Tax Planner reviewed

Individual Mississippi Form 1040 corrections will be included in a Lacerte program update release June 28, 2023 (Version 43.0628).This change impacts the following return types:Nonresidents filing on form 80-205 with a deduction for Self-Employment taxes (80-205/page 2/line 62)Lacerte was incorrectly computing the amount of self-employment deduction for Mississippi purposes, which could result in a lower deduction than allowed.To Engage the Updated Calculations:Go to Screen 51.301, Mississippi ModificationsLocate the Adjustments to Gross Income sectionCheck the box for Recalculate MS self-employment deductionThis checkbox will allow you to;Update the calculation for newly filed returnsReview calculation differences on previously filed returns to determine whether or not an amendment is neededMaintain the original calculations on any previously filed returnsThe following diagnostic will also generate when the MS amount on line 62 is incorrect. This diagnostic will take you to the checkb

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Business Return Deadline and Perfection Periods  If you need more time to file see File extensions in Lacerte  Most common answers for 990 filers: Filing requirements for Form 990-EZ and 990-N  Common questions about Exempt Organizations in Lacerte  Entering capital gain dispositions on Form 990, 990-PF, and 990-T in Lacerte  Common questions about Form 990 Officers Directors Trustee Compensation  Common questions about Form 990 and 990-T depreciation  Common questions about Form 990 990EZ or 990PF Schedule B Contributions Gifts and Grants  Most common answers for Texas Franchise filers: Understanding Texas Franchise Tax forms  Common questions about Texas Form 05-102 in Lacerte  Filing a Texas extension request in Lacerte&nb

Mississippi legislature has recently implemented changes to Electing Pass Through Entity credits effective for Tax Year 2022. Due to these changes, edits will be made to some forms as well as e-file schemas for Individual, Business, and Fiduciary filings.Due to the timing, these changes will not be implemented in Lacerte until after the April 18th filing due date. Anyone wanting to take advantage of these changes will need to file an extension, or review any previously filed returns for amendment.  DOR Resources:Mississippi Department of Revenue - Updated Guidance on Pass-Through Entity Election (April 5, 2023)

Below are the top articles and resources for the week leading to the April deadline for tax year 2022. For tips on using community search effectively to find help articles, click here. Help with Electronic Filing including extension and deadline information How to file extensions Electronic filing deadlines and perfection periods  State extension and due date information for individual returns  Attaching PDF documents to an individual return  Determining the Name Control for Form 1041  How to check for delayed e-file acknowledgements Electronic payment of federal estimates for an individual return  Disaster area tax relief available: Some areas in California, Alabama, Arkansas, Georgia, Mississippi and New York may qualify for a disaster related tax extension. See here for more details.   Schedule K-1 / K-2 / K-3  Entering a partnership Schedule K-1, line 20 in the Individual module How to export Schedule K-1's between tax returns How to

To help with the approaching Wednesday, March 15, 2023 deadline, below, you'll find important electronic filing deadline information, including guidelines on the IRS perfection periods available for resubmitting returns that are rejected.  This is very important to make sure the return submitted before the deadline remains timely if you receive an e-file reject. Partnership and S Corporate Electronic Filing Deadline Information, including the "Perfection Period" for Rejected Returns: Would you like to review information on Partnership and S Corporate return deadlines, and the "perfection period" available to correct and resubmit timely filed returns that are rejected? Electronic filing deadlines and perfection periods for business returns and extensions. Disaster area tax extensions  Information on Filing Extensions: Need information on filing Partnership or S Corporate extensions?  Filing an extension may ease the burden of the approaching deadline and provide additio

Step 1: Download and install the Lacerte Tool HubStep 2: Use the tools on the Lacerte Tool Hub Step 3: Help improve our tools by providing feedback through the survey links in the Lacerte Tools HubClick here for details: How to fix common problems and errors with the Lacerte Tool Hub __________________________________________________________________________Don't forget to sign in to community to participate in community and content feedback. 

As of January 23rd 2023 e-filing is now open for the tax year 2022 e-file season!  The following are common topics for this time of year:  Making sure you're ready to e-file If you plan on offering Pay-by-Refund options for the year see How to enroll in Pay-by-Refund for tax year 2022 For PTIN enrollment and renewal information see PTIN requirements for tax preparers If you have a new EFIN or have moved or changed your business name see Register your EFIN with Intuit If you would like to enroll in Protection Plus for the year see Tax Protection Plus and ID Theft Restoration.  Collecting Data from your taxpayers For information on using Intuit Link, including inviting new clients, see General questions about Intuit Link If your firm uses Organizers or e-organizers to collect data see How to access the organizer or e-organizer in Lacerte  How to tell what tax forms are ready: As you know, there are two different filing types; paper and e-file. Therefore, ther

Below you'll find info about what's new for tax year 2022 returns. Common questions about California Middle Class Tax Refunds and other state stimulus payments Info about Form 1099-K and reporting amounts for forms received in error Generating Schedules K-2 and K-3, plus the new domestic filing exception Many 2021 credit changes have expired, like the EIC age expansion and the expanded child tax credit For more info on these and other changes for the year, check the What's New page of the 1040 instructions.   

Lacerte 2024 is now available! Download from My Account if you've renewed. Check out our new getting started page here. Important Dates: For the most up to date information on Lacerte Releases, see Lacerte Release Dates For on Lacerte forms availability, see Tax Form Availability To see what's been added for Lacerte 2024, see: What's new in Lacerte Tax 2024 For information on how to install Lacerte, see: How to download and install Lacerte If you are using Intuit Hosting see How to add next year's Lacerte to your Remote Desktop To proforma your clients from Lacerte 2023 to Lacerte 2024, see: Using the Proforma Wizard to transfer client files to the current year Why did some client data not proforma Resolving proforma errors in Lacerte If you changed computers, see: How to install Lacerte on a new computer Lacerte system requirements For billing schedules and to update your information, see: Managing your information with My Account Lacerte REP billing schedule Getting